Financial Network

Simply Money Advisors as of Sept. 30, 2017

Portfolio Holdings for Simply Money Advisors

Simply Money Advisors holds 33 positions in its portfolio as reported in the September 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index (IVV) 17.4 $132M 521k 252.93
iShares Lehman Aggregate Bond (AGG) 11.2 $85M 774k 109.59
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 10.1 $76M 692k 110.16
iShares Lehman 3-7 Yr Treasury Bond (IEI) 8.3 $62M 506k 123.51
Goldman Sachs Etf Tr (GSLC) 5.6 $42M 846k 49.92
Spdr S&p 500 Etf (SPY) 5.5 $41M 164k 251.23
J P Morgan Exchange Traded F div rtn int eq (JPIN) 5.3 $40M 693k 57.91
Vanguard Growth ETF (VUG) 3.7 $28M 212k 132.75
iShares IBoxx $ Invest Grade Corp Bd (LQD) 3.2 $25M 203k 121.23
iShares S&P US Pref Stock Idx Fnd (PFF) 3.2 $25M 630k 38.81
iShares Russell 3000 Value Index (IUSV) 3.2 $24M 461k 52.35
iShares S&P MidCap 400 Index (IJH) 2.9 $22M 122k 178.90
Vanguard Small-Cap ETF (VB) 2.7 $21M 146k 141.32
iShares S&P Natl AMTFr Mncpl Bd (MUB) 2.5 $19M 172k 110.87
PowerShares FTSE RAFI US 1000 2.5 $19M 175k 107.15
First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) 2.0 $15M 588k 26.17
Vanguard European ETF (VGK) 1.9 $14M 246k 58.33
Ishares Inc core msci emkt (IEMG) 1.9 $14M 264k 54.02
Vanguard Information Technology ETF (VGT) 1.4 $11M 71k 151.99
SPDR S&P Dividend (SDY) 1.0 $7.6M 84k 91.34
Ishares High Dividend Equity F (HDV) 1.0 $7.6M 89k 85.95
SPDR S&P MidCap 400 ETF (MDY) 0.9 $6.9M 21k 326.33
iShares Russell 3000 Index (IWV) 0.5 $3.7M 25k 149.28
Vaneck Vectors Etf Tr fallen angel hg (ANGL) 0.4 $3.1M 103k 30.31
Utilities SPDR (XLU) 0.3 $2.6M 49k 53.05
Alps Etf sectr div dogs (SDOG) 0.3 $2.6M 59k 44.07
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) 0.2 $1.8M 36k 48.92
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.2 $1.6M 15k 106.51
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.1 $1.1M 13k 88.02
iShares Lehman MBS Bond Fund (MBB) 0.1 $543k 5.1k 107.10
iShares S&P SmallCap 600 Value Idx (IJS) 0.1 $445k 3.0k 148.19
iShares S&P 500 Growth Index (IVW) 0.1 $389k 2.7k 143.49
Vanguard Short Term Corporate Bond ETF (VCSH) 0.0 $334k 4.2k 80.04